KF
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KKM Financial’s Duke Energy DUK Stock Holding History

KKM Financial’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.75M Buy
61,196
+16,569
+37% +$2.09M 1.06% 41
2026
Q1 		$5.23M Hold
44,627
– – 0.93% 44
2025
Q4 		$5.23M Buy
44,627
+6,728
+18% +$822K 0.93% 44
2025
Q3 		$4.69M Buy
37,899
+7,617
+25% +$924K 1.47% 26
2025
Q2 		$3.57M Buy
30,282
+6,821
+29% +$805K 1.24% 28
2025
Q1 		$2.86M Buy
23,461
+744
+3% +$84.8K 1.21% 29
2024
Q4 		$2.45M Buy
22,717
+1,134
+5% +$128K 1.02% 42
2024
Q3 		$2.49M Buy
21,583
+1,399
+7% +$156K 1.23% 33
2024
Q2 		$2.03M Buy
20,184
+194
+1% +$19.4K 0.96% 43
2024
Q1 		$1.93M Buy
19,990
+3,800
+23% +$361K 0.94% 50
2023
Q4 		$1.57M Buy
+16,190
New +$1.47M 0.99% 46

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

KKM Financial's DUK Position: Q2 2026 in Review

KKM Financial increased its Duke Energy (DUK) stake by 37% in Q2 2026, buying an estimated $2.09M and bringing the position to 61,196 shares worth $7.75M. The position accounts for 1.06% of the portfolio, ranked #41.

KKM Financial first reported a position in DUK in Q4 2023 and has held it in 11 quarters since. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • KKM Financial held 61,196 shares of Duke Energy worth $7.75M as of Q2 2026.
  • KKM Financial bought 16,569 Duke Energy shares in Q2 2026, an estimated $2.09M.
  • Duke Energy made up 1.06% of KKM Financial's portfolio in Q2 2026, its #41 holding.
  • KKM Financial first reported a position in Duke Energy in Q4 2023 and has held it in 11 quarters since.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.